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Copyright 2011 AgilePath Corporation. All rights reserved.
Copyright 2011 AgilePath Corporation. All rights reserved.
AgilePath Corporation Proprietary and Confidential.
Cloud Computing Playbook
Strategy Development Module
A Cloud Computing Strategy and Roadmap Framework
AgilePath Corporation
38 Merrimac Street
Newburyport, MA 01950
www.agile-path.com Phone: 978.462.5737
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Table of Contents Table of Contents
..........................................................................................................................................
2
Executive Summary
.......................................................................................................................................
4
1.0 Introduction to Cloud Computing Playbook
..................................................................................
5
1.1 What is a
Playbook?...................................................................................................................
5
1.2 Why a CC
Playbook?......................................................................................................................
5
1.3 Structure of the CC Playbook
........................................................................................................
6
Cloud Business Discovery
......................................................................................................................
6
Cloud Strategy Development
................................................................................................................
6
Cloud Mobilization
................................................................................................................................
7
Cloud Implementation
..........................................................................................................................
7
2.0 Cloud Computing Strategy Development Module
............................................................................
7
2.0 Cloud Computing Strategy Development Module
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7
2.1 Introduction
........................................................................................................................................
7
How to Use the CC-PB Strategy Development Template
.........................................................................
8
Pre-Step 1. Confirm Preliminary Scope of Cloud Computing
Strategy .................................................... 9
Pre-Step 2: Confirm Cloud Computing Stakeholders in the
organization................................................ 9
2.1 Develop Cloud Vision, Mission, Goals and Objectives
................................................................
10
2.2 Develop Cloud Opportunity Roadmap
..............................................................................................
11
2.3 Develop Cloud Business Scenarios/Use Cases, Vignettes and
User Stories ..................................... 11
2.4 Develop Cloud Computing Reference Model and Reference
Architecture ...................................... 12
2.4.1 Define CC-RM Cloud Enablement Roadmap
..................................................................................
12
2.4.2 Define CC-RM Cloud Deployment Roadmap
.................................................................................
13
2.4.2 Define CC-RM Cloud Governance and Operations Roadmap
........................................................ 13
2.4.4 Define Cloud Ecosystem Roadmap
................................................................................................
14
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2.5 Define Cloud Computing Reference Architecture
............................................................................
15
2.6 Document Cloud Computing Risk Mitigation Model
........................................................................
15
2.7 Define Cloud Funding/Budgeting, Incentives &
Behavioral-Cultural Model ....................................
16
2.8 Define Cloud Metrics and Scorecards (Aligned to Business
Objectives and Operational Parameters)
................................................................................................................................................................
17
2.9 Develop Cloud Business/Operations Model and Business Case
....................................................... 17
2.10 Finalize Cloud Computing Strategy and Roadmap
..........................................................................
18
Summary
.....................................................................................................................................................
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Executive Summary This document is a strategy and roadmap
development template supporting the Strategy Development
module of AgilePaths Cloud Computing Playbook. The information
required to complete the Cloud
Computing Playbook Strategy Development module can be used stand
alone as a planning deliverable,
as a module of the Cloud Computing Playbook end-to-end Cloud
methodology, as an input into a Cloud
Computing Reference Model (CC-RM) project, or as guidance to
support a Cloud pilot or proof of
concept.
AgilePaths Cloud Computing Playbook is illustrated below.
The Cloud Computing Playbook is a comprehensive end-to-end Cloud
assessment, planning,
architecture and implementation framework. The Cloud Computing
Playbook builds on and leverages
the following supporting artifacts and frameworks:
Cloud Computing Adoption Lifecycle
Cloud Computing Reference Model (CC-RM) and Cloud Computing
Reference Architecture (CC-
RA)
CloudSprint iterative planning and implementation
methodology
CC-PB templates for each phase of the Cloud Computing
Playbook.
This template is focused on the Cloud Computing Strategy
Development phase of the Cloud Computing
Playbook, and is explained in detail in the sections below.
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1.0 Introduction to Cloud Computing Playbook
1.1 What is a Playbook? A playbook is a methodology framework
focused on a particular technology, approach or
implementation style. A playbook is a set of strategies,
tactics, and actions, or plays, that will result in
winning in sports parlance, or success in business
terminology.
Consider the West Coast Offense in professional football. The
West Coast offense is an offensive
strategy predicated on using short, precision passes to generate
offense and move the ball. The short
precision passing approach in effect stretches out the defense
and opens up opportunities for deep
passes later, while opening up the traditional football running
game. The West Coast Offense leverages
precise timing patterns for passing routes, mostly short
patterns, to replace the traditional running
game. In the West Coast Offense, the short precision passing
plays comprise approximately 65-80% of
the offensive plays.
By way of contrast, the traditional ball control offense
employed by many teams, notably the New York
Giants under Bill Parcells, emphasizes running the ball
effectively, using play action passing off a solid
running attack, and strong defense. In a ball control offense,
running plays typically account for 60-65%
of the offensive plays. The passing attack keys off the run
using play action passes.
For a business or technology methodology, a playbook is a
defined approach that is actionable,
implementable, and results in a clear set of tactics or plays to
lead to a defined outcome or outcomes.
AgilePath has specialized in developing a variety of Playbooks
for Service-Oriented Architecture,
Enterprise Governance, Legacy Modernization, and now the Cloud
Computing Playbook. AgilePaths
Playbook approach to methodology is especially critical for
emerging technologies where there are no
established planning, architecture or implementation
methodologies. Thus, AgilePaths Playbooks
provide a strategic business methodology for implementing
emerging technologies to realize a set of
predefined business outcomes. As with the football metaphor,
AgilePaths family of Playbooks
emphasize a strategic approach to a particular problem domain,
and help establish a set of concrete
actions or plays that result in the targeted business
outcomes.
1.2 Why a CC Playbook? AgilePaths Cloud Computing Playbook,
illustrated below, is comprised of four phases, with a set of
steps or actions in each phase that will result in a business-
or mission-aligned Cloud computing
strategy, and a set of actionable and implementable tactics that
will lead to a successful Cloud
computing implementation. The four phases of the Cloud Computing
Playbook are explained below:
Supports Cloud strategy and planning: The Cloud Computing
Playbook first and foremost
supports Cloud strategy and planning, using a repeatable
methodology and approach. However,
do not fall into the trap of assuming a strategic approach must
take a long time to complete. On
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the contrary, because the Playbook steps are pre-defined, you
can adapt them to the execution
style you prefer a rapid Cloud planning sprint, an enterprise
Cloud strategy, or a tactical
project focused on a particular business or technical
problem.
Aligns business use cases to appropriate Cloud patterns: The
Cloud Computing Playbook
provides business and mission alignment for subsequent Cloud
implementation steps based on
identified business challenges and clearly articulated business
goals or outcomes for Cloud
computing.
Informs decision making processes: The Cloud Computing Playbook
provides an end-to-end
framework to inform decision making processes for your
particular organization. While you may
not necessarily follow every step of the Cloud Computing
Playbook, or you may add additional
steps that are specific to your organization, the entire
methodology provides a repeatable
framework to inform decisions and make choices.
Supports an Enterprise Architecture(EA) and Systems Engineering
Approach: The Cloud
Computing Playbook, augmented by the Cloud Computing Reference
Model, provides a
sound Enterprise Architecture approach for the realization of
Cloud computing. Leveraging
Cloud Modeling, Cloud Architecture and Cloud computing patterns,
the Cloud Computing
Playbook will ensure fidelity to an EA approach as well as a
systems engineering approach.
1.3 Structure of the CC Playbook
The Cloud Computing Playbook is comprised of four modules, which
together provide an end-to-end
framework for the successful planning, architecture and
implementation of Cloud computing to achieve
predefined business objectives. The four modules of the Cloud
Computing Playbook, shortened to CC-
PB going forward, are described below:
Cloud Business Discovery
The Cloud Business Discovery phase of the CC-PB provides the
framework for performing a Cloud
computing assessment to obtain the necessary strategic and
operational context within which a
successful Cloud computing strategy can be developed. The Cloud
Business Discovery module can be
used as a stand-along assessment methodology or as the first
step of a Cloud Computing Strategy
development process.
Cloud Strategy Development
The Cloud Strategy Development phase of the CC-PB is a robust
strategy and planning methodology to
facilitate development of a business-aligned Cloud computing
strategy that will result in business or
mission success. The Cloud Strategy development phase builds on
the Cloud Business Discovery
activities, and incorporates them as inputs into the Cloud
Strategy development process.
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Cloud Mobilization
The Cloud Mobilization phase of the CC-PB provides assurance
that the defined Cloud strategy is realistic
and feasible, and paves the way for mobilization of resources to
begin the formal implementation of
Cloud computing as defined in the Cloud Strategy and Roadmap.
The Cloud Mobilization phase also
incorporates the requirements for Cloud education and awareness,
which will create the environment
for greater probability of Cloud success.
Cloud Implementation
The Cloud Implementation phase of the CC-PB provides a set of
iterative steps to support the
implementation of Cloud Computing based on the defined Cloud
Computing Strategy. The Cloud
Implementation phase ensures business and mission alignment to
the Cloud strategy, and provides an
iterative repeatable set of activities for a rapid,
business-aligned and risk-mitigated Cloud
implementation.
2.0 Cloud Computing Strategy Development Module
The Cloud Computing Strategy Development template provides a
repeatable, business-aligned
framework to quickly develop a formal, well-documented and
actionable strategy to achieve defined
business objectives via a Cloud Computing strategy and roadmap.
The Cloud computing strategy
development module builds on the Cloud Computing Business
Discovery module and incorporate its
outputs as inputs into the Cloud strategy development
process.
The Cloud Computing Strategy template can be completed at
multiple levels in an organization from
an enterprise level, at a business unit or line of business
(LOB) level, or at the project or program level.
However, do not assume that a strategic approach requires a long
process to complete. A formal Cloud
computing strategy and roadmap can be completed in a relatively
short time frame if the proper time
commitments can be obtained from the key stakeholders to provide
input. The Cloud Computing
Strategy Development template provides guidance and recommended
steps to follow to formalize a
Cloud Computing Strategy and roadmap for your enterprise. You
may replace, add or bypass steps if
you feel that you have already completed them.
2.0 Cloud Computing Strategy Development Module
2.1 Introduction The Cloud Strategy Development phase of the
CC-PB provides a formal and strategic foundation for a
Cloud computing initiative. The Cloud Strategy Development
module of the CC-PB helps formalize a
Cloud Computing Strategy and Roadmap, based on the priorities
and goals identified during a Cloud
Business Discovery process. The Cloud Strategy Development
template can be used as a stand-alone
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methodology or as a companion piece with the Cloud Business
Discovery Assessment template. The
Cloud Strategy Development phase of the CC-PB is illustrated
below in the orange shading below.
The use and detailed process steps of the Cloud Computing
Playbook Strategy Development template
are explained in the sections below.
How to Use the CC-PB Strategy Development Template The following
guidelines highlight uses of the Cloud Computing Playbook Strategy
Development
Template:
Stand Alone Cloud Computing Strategy and roadmap development
framework
As a Cloud Maturity/Cloud Readiness Framework (in combination
with the CC-PB Business
Discovery module)
As a precursor to a Cloud Computing implementation project
As a health check for periodic reassessments during an
Enterprise Cloud project
As an input into a Cloud Computing Reference Model (CC-RM) and
Cloud Computing Reference
Architecture (CC-RA) project
To support a Cloud Pilot or Proof of Concept (POC) effort via a
rapid lightweight Cloud strategy
document
The Cloud Strategy Development template provides guidelines for
gathering of appropriate data that
will support a robust, business or mission aligned Cloud
Computing strategy, architecture and
implementation roadmap. Remember, a formally documented Cloud
strategy does not have to take a
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long time. However, it does require effort to get key Cloud
stakeholders engaged in the process to
formulate a realistic, practical yet transformative Enterprise
Cloud Strategy and Roadmap.
The Cloud Computing Strategy Development template can be used at
an Enterprise level, at a business
unit or line of business (LOB) level, at a project level, for an
Infrastructure or data center project, or at a
program executive office (PEO) level.
To get started with the Cloud Computing Playbook Strategy
Development process, the following
suggested pre-steps should be followed:
Pre-Step 1. Confirm Preliminary Scope of Cloud Computing
Strategy A critical Cloud Computing Playbook pre-step is to confirm
the preliminary enterprise scope for your
Cloud computing strategy and roadmap. Is Cloud focused on the
needs of a particular agency, division,
operating unit, or is it an Enterprise Cloud Computing Strategy?
Is Cloud to be focused on a particular
technology domain, e.g. Enterprise Infrastructure or Data
Centers, or in the Application Hosting or
Platform as a Service (PaaS) areas. Based on a Cloud computing
scope hypothesis, you can identify key
stakeholders of our Cloud Strategy and Roadmap, and then ensure
that your Cloud strategy incorporates
their goals and objectives, while providing a framework to align
and reconcile common and diverse
interests and requirements.
Pre-Step 2: Confirm Cloud Computing Stakeholders in the
organization Another key preliminary step to the Cloud Strategy
Development process is to confirm the key Cloud
Computing stakeholders on your organization, by role and title.
Documenting key stakeholder will help
ensure your Cloud strategy will support the business and
technology interests of the enterprise, while
prioritizing key requirements and managing expectations. The
following table may be useful for
identifying and documenting Cloud stakeholders and their
objectives and concerns.
Cloud Stakeholder Organization
Represented
Cloud Goals and
Objectives
Cloud Concerns
and Risks
Comments
Business Unit Executive Business Unit XXX
Business Unit CIO
Corporate CIO
Corporate CTO
Chief Architect /
Enterprise Architecture
IT Operations Executive
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PMO/Project
Management
Infrastructure
Engineering/Provisioning
Data Center
Management
IT Relationship
Management
Once you have documented key Cloud stakeholders, you can begin
the Cloud Strategy Development
process.
2.1 Develop Cloud Vision, Mission, Goals and Objectives Purpose:
This section documents the enterprise Cloud Vision, Mission, Goals
and Objectives that the
Cloud Computing Strategy and Roadmap must support. The content
from this section may be
developed through dialog with stakeholders, or can be
facilitated through a Cloud Visioning Workshop.
The following information will support documenting the Cloud
Vision, Mission, Goals and Objectives:
Review Cloud Imperatives from the Cloud Business Discovery
documentation
Review Cloud Business, Economic/Financial and Technology
outcomes or goals from the Cloud
Business Discovery documentation
Develop a Cloud Vision and Mission Statement based on the Cloud
Business Discovery data,
either as an offline activity, with a Cloud Computing core team,
or via a workshop attended by a
subset of Cloud stakeholders. (Alternative: Schedule a Cloud
Visioning Workshop with
Executive Stakeholders)
Define clear Cloud Goals and Objectives that support the Cloud
Vision and Mission Statement
(Alternative: Schedule a Cloud Goals and Objectives Workshop
with key Enterprise
Stakeholders)
Prioritize the Cloud goals and objectives with the stakeholders,
based on the business
imperatives of the enterprise. Document the prioritized
list.
Review and iterate Cloud Vision, Mission Statement, Goals and
Objectives
Socialize with key stakeholders and finalize the Cloud Vision,
Mission, Goals and Objectives.
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2.2 Develop Cloud Opportunity Roadmap
Purpose: This section summarizes leverages Cloud Vision,
Mission, Goals and Objectives to define a
preliminary Cloud Opportunity Roadmap as a key input into the
Cloud computing strategy. The Cloud
Opportunity Roadmap attempts to identify and prioritize various
Cloud opportunities or projects within
the enterprise, preferably using the Cloud Computing Reference
Model and Reference Architecture
artifacts to document or describe each opportunity. The
following activities are performed in this task:
List the major Cloud opportunities, including new Cloud
opportunities as well as pending or
current Cloud projects underway, that may exist in your
enterprise
Prioritize the Cloud opportunities based on business, economic
and technology imperatives
documented in the Cloud Business Discovery module
Evaluate Cloud opportunities based on risk, effort, level of
investment, value to the enterprise,
and other appropriate criteria
Finalize the Cloud Opportunity Roadmap prioritization and
sequencing
Obtain stakeholder agreement on the Cloud Opportunity
Roadmap
Finalize Cloud Opportunity Roadmap and Summarize Cloud Strategy
Findings
2.3 Develop Cloud Business Scenarios/Use Cases, Vignettes and
User Stories Purpose: This section documents anticipated Cloud
computing business scenarios and use cases to
facilitate Cloud strategy and planning, modeling and
architecture, and eventual implementation. Cloud
business scenarios or use cases are developed from the Cloud
Opportunity Roadmap defined in 2.2
above, in priority sequence. If there are several opportunities
in the Cloud Opportunity Roadmap,
select 3-5 as the top priorities.
Business scenario planning, use cases, user stories, or
vignettes may be used to document Cloud
approaches you anticipate for your enterprise. In DoD and/or
Federal Government accounts, Concepts
of Operations (CONOPS) or mission threads may also be used to
document business or operating
scenarios. The following activities are performed in this
submodule:
Document Cloud business scenarios, operating models via
vignettes, use cases or user stories
Validate business scenarios and use cases with appropriate
stakeholder reviews
Describe the business or mission intent or impact of the
business scenarios or use cases
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Finalize business scenarios, use cases or vignettes for
prioritized Cloud opportunities
2.4 Develop Cloud Computing Reference Model and Reference
Architecture Purpose: This section applies the Cloud Computing
Reference Model (CC-RM) to the specific needs of
the organization, following the Cloud Modeling and Architecture
process described in Executives
Guide to Cloud Computing (Marks and Lozano, 2010, Wiley &
Sons. The following activities are
performed in this task:
Apply the CC-RM to define the four CC-RM submodels as listed
below:
o Define the Cloud Enablement Model
o Define the Cloud Deployment Model
o Define the Cloud Governance and Operations Model
o Define the Cloud Ecosystem Model
Apply CC-RM to prioritized business scenarios to develop
appropriate Cloud Patterns that
support those business scenarios and use cases
o Cloud Enablement/Technology Pattern(s)
o Cloud Deployment Pattern(s)
o Complete the remainder of the CC-RM based on finalized Cloud
Patterns (Governance
and Operations Model, Cloud Ecosystem Model)
Validate the Cloud patterns with key stakeholders
Finalize Cloud Pattern documentation
2.4.1 Define CC-RM Cloud Enablement Roadmap Purpose: This
section documents the Cloud Enablement Model and the appropriate
Cloud enablement
roadmap necessary to support identified business requirements.
The Cloud enablement Roadmap maps
business requirements to Cloud patterns, by Cloud enablement
tier, in a sequenced fashion based on
realistic implementation increments. The following activities
are performed in this task:
What Cloud Enablement Tiers are in the scope of the Cloud
Strategy?
What Cloud Enabled resources are required in the Cloud solution
scope and support the Cloud
business scenarios and use cases?
Document the Cloud Pattern(s) that are anticipated for the
business scenarios and use cases
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Document the Cloud Enablement Roadmap using the approach in
Appendix A
2.4.2 Define CC-RM Cloud Deployment Roadmap Purpose: This
creates a Cloud Deployment Model roadmap, or the sequencing of
Cloud Deployments
based on identified business requirements modeled via Cloud
Patterns. The Cloud Deployment model
should document the Cloud Patterns, comprised of combinations of
Cloud Enablement Patterns and
Cloud Deployment Patterns. The following activities are
performed in this task:
Confirm the Document Cloud Deployment Model
Document the sequence of Cloud deployments based on business
requirements, business
scenarios and use cases, and documented Cloud patterns
Document the Cloud Deployment Roadmap
Review the Cloud Deployment Roadmap with key Cloud
stakeholders
Summarize the Cloud Deployment Roadmap
2.4.2 Define CC-RM Cloud Governance and Operations Roadmap
Purpose: This creates a Cloud Governance and Operations roadmap
based on identified business
requirements modeled via Cloud Patterns. The Cloud Governance
and Operations model should
document the necessary Governance, Management and Monitoring,
Operations and Support, and
Security and Privacy requirements that will be necessary for
your target Cloud strategy. The following
activities are performed in this task:
Define and Document Cloud Governance, Behavior and Cultural
requirements for your Cloud
Strategy
o Document the Cloud Governance Lifecycle Requirements based on
target Cloud
patterns
o Document target behavioral model and cultural factors
supporting your Cloud strategy
Define and Document the Cloud Management and Monitoring roadmap
that supports the Cloud
strategy
o What Cloud management, service management and other management
and monitoring
tools are necessary?
o What sequence of these tools and capabilities best supports
the Cloud strategy?
Define and Document Cloud Operations and Support roadmap based
on Cloud patterns
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o What operations processes, capabilities and technologies are
necessary?
o What is the support model for your Cloud patterns? What levels
of support are
needed?
Define and Document Cloud Security and Privacy roadmap based on
Cloud Patters and target
business scenarios and use cases
o What security and data privacy requirements emerge from Cloud
Enablement Model
patterns?
o What security and data privacy requirements emerge from the
Cloud Deployment
Patterns, e.g. private Cloud vice public Cloud vice Hybrid
Cloud?
o NOTE: A Cloud Enablement Pattern will have fundamentally
different Governance,
Security, Management/Monitoring and Operations/Support
requirements based on the
choice of deployment models, e.g. public versus private
cloud.
o Develop Cloud Security and Privacy roadmap
Review Cloud Governance and Operations Roadmap with Key
Enterprise Cloud Stakeholders
Summarize Cloud Governance and Operations Roadmap
2.4.4 Define Cloud Ecosystem Roadmap Purpose: This section
develops the Cloud computing Ecosystem Roadmap. The Cloud
Ecosystem
creates the environment where Cloud consumers and providers are
connected to one another via
reliable networks, and have the full range of Cloud capabilities
available, accessible and reliably provided
as part of the ecosystem This section also explores the Cloud
standards, and integration and
interoperability requirements to create and sustain a Cloud
Ecosystem. The following activities are
performed in this task:
Define and develop Cloud Ecosystem roadmap based on the four
elements of the cloud
Ecosystem
o Cloud Ecosystem Enablement: Tools, technologies, processes
that support creation of a
Cloud Ecosystem that enables providers and consumers to interact
via a Cloud business
and operations model
o Cloud Standards, Integration and Interoperability
o Cloud Consumers and Provider Interaction, Cloud Enablement
Continuum from
Providers to the full range of Cloud Consumers
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o Cloud Network/Dial Tone Access and Availability
Determine Cloud Ecosystem requirements in scope of your
Enterprise Cloud Strategy and
roadmap
Document Cloud Ecosystem roadmap[ that supports and enables your
Enterprise Cloud Strategy
Review Cloud Ecosystem model with key Enterprise Cloud
Stakeholders; obtain feedback and
finalize
Summarize Cloud Ecosystem Model Roadmap
2.5 Define Cloud Computing Reference Architecture Once the CC-RM
is completed, the Cloud Computing Reference Architecture (CC-RA) is
developed. The
Cloud Computing Reference Architecture (CC-RA) developed
categories of appropriate technologies that
support and align to the Cloud Computing Reference Model
(CC-RM). The following activities are
performed in this sub-module:
Develop the Cloud Reference Architecture (CC-RA)
o ID categories of technologies that map to the CC-RM and
support target Cloud Patterns
based on identified business scenarios and use cases
o Document the technology categories, as well as potential
vendors that satisfy those
technology bins
o Validate CC-RA with key stakeholders
o Finalize the CC-RA for use in next phases of the
CC-Playbook
Summarize and finalize the documentation for the CC-RM and
CC-RA
2.6 Document Cloud Computing Risk Mitigation Model Purpose: This
section identifies key Cloud computing risks and concerns, and
develops appropriate risk
mitigation solutions for those prioritized risk areas and
concerns. The following activities are performed
in this task:
Review the Cloud computing barriers and obstacles identified
during the Cloud Computing
Playbook Business Discovery module
Document key Cloud computing risk areas and concerns as stated
by key Cloud stakeholders
o This information may be obtained in a workshop or working
session focused on
identifying Cloud risks, concerns, and identifying risk
mitigation tactics
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Develop consensus on the key risk areas, as well as specific
risks or concerns within each risk
area, e.g. security, technology immaturity, ROI uncertainty,
operational issues, et al
Prioritize Cloud risks and concerns using stakeholder input
Document impact of each risk/concern on the target Cloud
strategy and roadmap
Develop mitigation tactics for each Cloud risk/concern; evaluate
the effectiveness of each
mitigation action
Finalize documented Cloud risks and concerns, risk mitigations,
and Cloud strategy implications
for inclusion in Cloud Strategy and Roadmap
2.7 Define Cloud Funding/Budgeting, Incentives &
Behavioral-Cultural Model Purpose: This section identifies key
Cloud funding and budgeting requirements, as well as incentive
models, cost recovery models, and behavioral-cultural incentives
to align the organization to the
Enterprise Cloud Strategy and Roadmap. The following activities
are performed in this task:
Based on the CC-RM and CC-RA, and target Cloud Patterns that
support prioritized business
scenarios, determine the necessary Cloud Funding and Budgeting
Model
o Initial Cloud Strategy Funding and Start-up costs
o Ongoing Cloud operations and sustainment funding
o Define Cloud Incentive Models to transition to target Cloud
patterns based on CC-
RM,CC-RA and identified Cloud Patterns
o Determine ongoing governance, management, operations and
support costs
Determine cost recovery, charge back and other shared services
funding mechanisms necessary
to achieve Cloud success for targeted Cloud Patterns
Define Behavioral and cultural obstacles, barriers and
challenges anticipated in your enterp4ries
o Reverse engineer mitigations and solutions to overcome
cultural obstacles, barriers and
challenges
Finalize Cloud Funding & Budgeting Model, Charge Back and
incentive models, and behavioral-
cultural requirements
Summarize the Cloud Funding and Budgeting Model
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2.8 Define Cloud Metrics and Scorecards (Aligned to Business
Objectives and
Operational Parameters) Purpose: This section identifies Cloud
metrics and scorecards to help monitor key process parameters,
operational requirements and critical success factors for the
Cloud strategy. The following activities are
performed in this task:
Identify Cloud metrics aligned to business goals and objectives,
operational requirements, and
financial goals
Ensure operationalized Cloud goals and objectives have
appropriate metrics associated for them
Determine appropriate instrumentation and automation
requirements to ensure Cloud metrics
can be implemented, e.g. SLA management, monitoring and
management tools, as well as
business intelligence tools, dashboards, et al
Determine scorecard model that aligns all metrics into a robust
Cloud metrics dashboard
supporting ongoing measurement, evaluation and learning from
Cloud strategy
Define Cloud metrics/scorecard roadmap and implementation
plan
Summarize Cloud Metrics and Scorecards definition
2.9 Develop Cloud Business/Operations Model and Business Case
Purpose: This section defines and documents the business and
operating model and supporting
business case for Cloud computing based on the desired goals and
objectives of the Cloud Strategy.
Depending on the Cloud strategy, there will be changes to the
business model, operating model, and IT
support model of your enterprise based on the desired Cloud
strategy. IN addition, the business case
and economic model that supports those changes must be explored,
documented and clearly
understood to ensure objective decision making and stakeholder
support for the Cloud strategy. The
following activities are performed in this task:
Based on target Cloud strategy, document the business/operations
model that will support this
Cloud strategy and roadmap
o Describe the business model and/or operations model that the
Cloud strategy enables
o Describe key business/operations processes that characterize
the new Cloud-enabled
business/operations model
o Describe anticipated financial/economic/incentive model
realized through the Cloud
Business model, e.g. becoming an internal Cloud Service
Provider, providing an
Application PaaS to enterprise developers, Lab Consolidation
leading to a chargeback
reduction to the business units, et al
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o Summarize the Cloud-enabled business and operational model
Define the Cloud business case and economic model that supports
the defined
business/operations model
o Define Cloud investments necessary for scope and duration of
Cloud Strategy
o Define Cloud return on investments anticipated, including both
hard and soft ROI, such
as hard savings and cost avoidance savings
o Explicitly document all assumptions made in order to develop
the investment and ROI
model
o Map Cloud ROI model to Cloud benefits documented above to
ensure all benefits with
economic/ROI impact are captured in the ROI model
o Map Economic benefits to Cloud Enablement Roadmap tiers to
show the benefits and
ROI to the various Cloud consumers within the scope of the Cloud
strategy
o Review and validate business/operations model and business
case/economic model
with key Cloud stakeholders
o Finalize business/operations model and Business Case/Economic
model based on Cloud
Strategy
2.10 Finalize Cloud Computing Strategy and Roadmap Purpose: This
section finalizes the Cloud Strategy and Roadmap, completes the
documentation
supporting the Cloud Strategy and Roadmap, and prepares your
organization for the transition phase of
Cloud computing. The following activities are performed in this
task:
Compile all Cloud Computing Strategy Development
documentation
Review and refine Cloud Computing Strategy content with key
stakeholders
Obtain feedback, revise, refine and iterate Cloud strategy
Finalize and Socialize Cloud Strategy and Roadmap with key
stakeholders
Assign Business Champion accountable for Cloud Strategy
execution
Transition to the Cloud Mobilization Phase of Cloud Computing
Playbook and prepare for
Cloud implementation planning
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Summary
The Cloud Strategy Development template, based on AgilePaths
Cloud Computing Playbook, provides
a strategic business methodology for implementing Cloud
computing technologies to realize a set of
predefined business outcomes. As with the football metaphor,
AgilePaths family of Playbooks
emphasize a strategic approach to a particular problem domain,
and help establish a set of concrete
actions or plays that result in the targeted business
outcomes.
For your enterprise, you should leverage the steps and ideas
that make sense in the context of your
particular challenges. Feel free to adapt this strategy
framework to your planning processes. The Cloud
Computing Playbook Strategy Development template can be used
standalone, or you can leverage its
companion piece, the Cloud Computing Playbook Business Discovery
assessment template, as an input
into the Cloud Strategy process.
As with all of our methodologies, artifacts and thought
leadership materials, visit www.agile-path.com
for updated versions of these templates, and additional
whitepapers and webinar content that may be
useful to your efforts. To speak with our team about this
content, please contact Sandra Callahan,
Director of Business Development, at
[email protected].